SCHEDULE: Bluescape Group Maintains 16.8% Stake in Riley Exploration

Bluescape Energy Partners and affiliated entities reaffirm their significant 16.8% beneficial ownership in Riley Exploration Permian through an updated Schedule 13D filing.

Summary

• Bluescape Riley Exploration Holdings LLC and its affiliated entities, collectively referred to as the Reporting Persons, beneficially own 3,682,356 shares of Riley Exploration Permian's Common Stock.
• This ownership represents approximately 16.8% of the total 21,968,906 shares of Common Stock outstanding as of October 31, 2025.
• The Reporting Persons include Bluescape Riley Exploration Holdings LLC, Bluescape Energy Recapitalization & Restructuring Fund III LP, Bluescape Energy Partners III GP LLC, Bluescape Resources GP Holdings LLC, Bluescape Resources Co LLC, and C. John Wilder, Jr.
• C. John Wilder, Jr. serves as the Executive Chairman of Bluescape Resources and has the power to direct its affairs, including appointing Management Committee members.
• The filing is Amendment No. 6 to the original Schedule 13D filed on March 8, 2021, updating previous disclosures.
• Transactions by the Reporting Persons in the shares of Common Stock during the past sixty days are referenced as being set forth in Exhibit 99.1.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a neutral to slightly positive update, indicating continued significant institutional interest and stability in Riley Exploration Permian's ownership structure without presenting new material information that would drastically alter sentiment.

Positives

• The continued significant beneficial ownership of 16.8% by Bluescape Energy Partners and its affiliates indicates a stable, long-term institutional interest in Riley Exploration Permian.
• The Reporting Persons have not been involved in any criminal or civil proceedings related to securities laws in the last five years, indicating a clean regulatory record for this significant shareholder group.

Future Outlook

This filing does not contain any forward-looking statements or guidance regarding Riley Exploration Permian's future financial performance or operational outlook.

Management Comments

• C. John Wilder, Jr.'s principal occupation is to serve as the Executive Chairman of Bluescape Resources.
• Mr. Wilder has the power to direct the affairs of Bluescape Resources as its Executive Chairman and has ultimate authority to appoint the members of the Management Committee of Bluescape Resources.

Industry Context

StockSavvy.ai notes that significant institutional ownership in the energy sector, particularly from specialized investment firms like Bluescape Energy Partners, often signals a long-term strategic interest in the company's assets and operational strategy. Such a substantial stake can provide a degree of stability and influence over corporate direction, which is common in the capital-intensive oil and gas industry.

Legal Proceedings

• None of the Reporting Persons has, during the last five years, been convicted in a criminal proceeding (excluding traffic violations or similar misdemeanors).
• None of the Reporting Persons has, during the last five years, been a party to a civil proceeding of a judicial or administrative body of competent jurisdiction that resulted in a judgment, decree, or final order enjoining future violations of, or prohibiting or mandating activities subject to, federal or state securities laws or finding any violation with respect to such laws.

Stakeholder Impact

• Shareholders: The continued significant institutional ownership by Bluescape Energy Partners may provide a degree of stability and strategic oversight, potentially influencing long-term company direction.

Key Dates

Recommendation

This Schedule 13D amendment primarily updates beneficial ownership information and does not contain new financial performance data or strategic shifts that would warrant a change in investment thesis. The continued significant stake by Bluescape Energy Partners suggests ongoing confidence but provides no new catalysts for a 'buy' or 'sell' recommendation based solely on this filing.

Keywords

Riley Exploration Permian, Bluescape Energy Partners, Schedule 13D, beneficial ownership, oil and gas, energy investment, institutional ownership, common stock